MPWT
XP icon

MassMutual Private Wealth & Trust’s XP XP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.6K Sell
1,028
-92
-8% -$1.64K ﹤0.01% 1038
2026
Q2 		$18.2K Buy
1,120
+22
+2% +$392 ﹤0.01% 1146
2026
Q1 		$20.9K Buy
1,098
+244
+29% +$4.71K ﹤0.01% 1063
2025
Q4 		$14K Buy
854
+22
+3% +$387 ﹤0.01% 1256
2025
Q3 		$15.6K Sell
832
-48
-5% -$861 ﹤0.01% 1222
2025
Q2 		$17.8K Sell
880
-347
-28% -$6K ﹤0.01% 1151
2025
Q1 		$16.9K Buy
1,227
+1,216
+11,055% +$16.7K ﹤0.01% 1098
2024
Q4 		$130 Sell
11
-39
-78% -$614 ﹤0.01% 2274
2024
Q3 		$897 Buy
50
+37
+285% +$675 ﹤0.01% 1883
2024
Q2 		$229 Sell
13
-16
-55% -$331 ﹤0.01% 2061
2024
Q1 		$744 Buy
29
+8
+38% +$201 ﹤0.01% 1773
2023
Q4 		$547 Sell
21
-145
-87% -$3.31K ﹤0.01% 1800
2023
Q3 		$3.83K Buy
+166
New +$4.16K ﹤0.01% 1331

Other funds holding XP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's XP Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its XP (XP) stake by 8.2% in Q3 2026, selling an estimated $1.64K and leaving 1,028 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

MassMutual Private Wealth & Trust first reported a position in XP in Q3 2023 and has held it in 13 quarters since. 7 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • MassMutual Private Wealth & Trust held 1,028 shares of XP worth $21.6K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 92 XP shares in Q3 2026, an estimated $1.64K.
  • XP made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1038 holding.
  • MassMutual Private Wealth & Trust first reported a position in XP in Q3 2023 and has held it in 13 quarters since.
  • 7 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.